Jacob Rosen is a registered investment advisor at Osaic Wealth, INC., based in Amherst, NY, with 7 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
3820 Sheridan Drive, Amherst, NY, 14226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jacob is an assistant hockey coach at Williamsville North High School and head coach for WNY Wolves, dedicating nearly full-time hours to the former and about 10-20% of his time to the latter. He is also president of Moncell Hockey, a hockey training company, and spends minimal time on advisory sales for Securities America Advisors.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations25 states
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